Secure Document Preservation With FutureVault
Document preservation is a critical component of your firm’s compliance platform. Whether your clients happen to be demanding usage of their files, you’re facing an IRS audit or the same Employment Prospect Commission say, or fixing a worker’s comp concern, it is essential to own a central, organized and simply accessible record of the info you have upon file. This is actually the best way to avoid potential legalities.
Developing a strong document preservation policy can be described as complex task. The key is to be able to establish a comprehensive work flow that includes to be able to categorize and organize documents based on the importance, determine document groups (such as financial paperwork, client files and staff files) and decide the appropriate time frames for each category.
Your firm’s policies should also include protocol for keeping, disposing of and retrieving records. In addition , a clear and consistent naming convention need to be used for each and every one documents. This makes it easier to apply and impose document retention guidelines dataroomcorp.com/best-practices-for-secure-document-retention across your company.
Finally, your document storage ought to be secure, scalable and cost effective. Using a cloud-based system is an effective way to be sure compliance with document retention guidelines, preserve version control and boost accessibility and traceability of data.
The FutureVault secure Digital Burial container platform may be a solution that will help your organization meet—or even exceed—document retention requirements even though saving you money and time. To learn more about the way you can help, call us today! DR4 (Data Residency, Document Preservation, Disaster Recovery and Info Redundancy) is usually our facts security and compliance framework that allows firms and advisors to exceed regulating requirements.